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Find out who at a customer attends your webinars
For account managers who want GoTo Webinar registrations, attendance and questions for a Dynamics 365 Sales account's people, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Nobody knows who at a customer attends your webinars
Account managers rarely know which people at a customer have been attending webinars. Finding out means listing the account's contacts and leads and searching GoTo Webinar for each email across registrations, attendance and questions.
Without PopdockAI
- List the account's contacts and leads
- Search each email in GoTo Webinar
- Check registrations, attendance and questions
- Miss the person who attended three sessions
With PopdockAI
- Contacts and leads for the account are read
- Each email is checked for registrations, attendance, no shows and questions
- Matching is by email only, never by name
- The most engaged person is named, and nothing is created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show which people at the Dynamics 365 Sales account `{account-name}` registered for, attended or asked questions in GoTo Webinar webinars in the last `{lookback-days}` days (default 90).
**Step 1: Find the account (dynamics-365-sales)**
Call `dynamics-365-sales-get-accounts` with `account-name` set to `{account-name}`. If nothing matches, retry with `account-name.contains`. If more than one account matches, list them with city and owner and stop. Keep the account name and owner.
**Step 2: Find its people (dynamics-365-sales)**
Call `dynamics-365-sales-get-contacts` with `parent-customer` set to the account name, and `dynamics-365-sales-get-leads` with `company-name` set to it. Keep each person's name, job title and email. People with no email are listed as "not checked".
**Step 3: Look up their webinar activity (goto-webinar)**
Work out the start date as today minus the lookback. For each email:
1. `goto-webinar-get-registrant` with `email` set to it and registration-date.from set to the start date.
2. `goto-webinar-get-attendee` with `email` set to it and date-attended.from set to the start date.
3. `goto-webinar-get-question` with askers-email set to it and date-asked.from set to the start date.
**Step 4: Report**
A table, one row per person: name, contact or lead, job title, webinars registered, webinars attended (with time attended), no-shows (registered but not attended), questions asked. Leave out people with no activity, then say how many had none.
Then a short summary: the account owner, the most engaged person, and any webinar two or more people attended.
**Rules & Guidelines:**
* `goto-webinar-*` tools are on the goto-webinar server; `dynamics-365-sales-*` tools are on the dynamics-365-sales server. If a tool from either server is missing, stop and say which server is not connected.
* This prompt is read-only. Do not call `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`, and do not call any Dynamics 365 Sales create or update tool (any tool whose name starts with dynamics-365-sales-create- or dynamics-365-sales-update-), such as `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-task` or `dynamics-365-sales-update-contact`.
* Match email addresses case-insensitively after trimming spaces. GoTo Webinar and Dynamics 365 Sales share no other key, so never match two people on name alone; a name-only similarity may be mentioned as "possible match" but is not a match.
**Validation:**
* If the account has no contacts or leads with an email, say so and stop.
* If nobody has any webinar activity in the window, say so plainly rather than returning an empty table.Who it's for
One answer, three teams that use it
Account managers
Open conversations with what they attended
Know which webinars people at your account joined before you call.
Who at Contoso attended our webinars in the last 6 months?
Field marketers
See webinar reach inside key accounts
A table of active people and webinars several people attended shows what resonates.
Which webinars did several people from Fabrikam attend this year?
Sales reps
Follow up on questions asked live
Questions asked during webinars point to real interest worth a follow up.
Did anyone at Northwind Traders ask questions in our webinars in the last 90 days?
How it works
What PopdockAI does when you ask
You name the account and a lookback period and your AI assistant checks its people in GoTo Webinar. It matches by email only and creates no contact or lead.
01
Ask
You name the account and a lookback period.
02
Read
It finds the account's contacts and leads in Dynamics 365 Sales.
03
Check
It looks up each email in GoTo Webinar for registrations, attendance and questions.
04
Report
You get a table of active people and the most engaged person.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
goto-webinar-get-registrant
goto-webinar-get-attendee
goto-webinar-get-question
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Know who at a customer engages with webinars
Related use cases
More ways to put this data to work
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Ask your AI to add a lead to Dynamics 365 Sales and it checks leads, contacts and accounts first, then creates the lead and a first contact task after you confirm.
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